Croesus
Wealth management solutions including portfolio management, rebalancing tools, risk and compliance management modules, APIs.
What is Croesus?
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions in North America. Today, more than 15,000 investment professionals use Croesus solutions to manage over $1.7 trillion in financial assets. With 200 employees, Croesus is renowned for the robustness, innovation, reliability and security of its solutions. It is for these reasons that several chartered banks and major wealth management firms have been using Croesus for many years.
Video
Categories
Features
Client Management
Client Portal
Fund Management
Investments Tracking
Mobile Access
Modeling & Simulation
Performance Metrics
Portfolio Management
FAQ
The official website of Croesus is http://www.croesus.com/
Croesus belongs to the Investment Management category.
Croesus offers features such as Client Management, Client Portal, Fund Management, Investments Tracking, Mobile Access, Modeling & Simulation, Performance Metrics, Portfolio Management.
No, Croesus does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
$100000/per month
Free Trial Available